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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$25.49 -0.07 (-0.27%)
Closing price 04/15/2025 04:10 PM Eastern
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$25.50 +0.01 (+0.02%)
As of 04/15/2025 06:49 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Number of
Institutional Buyers
(last 12 months)
312
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$109.18M
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DFSV Institutional Buying and Selling by Quarter

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Dimensional US Small Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025FMB Wealth Management32,995$929K0.5%+20.7%0.022%
4/15/2025Total Wealth Planning LLC408,451$11.50M1.8%+7.1%0.275%
4/15/2025Fifth Third Bancorp2,848$80K0.0%-78.2%0.002%
4/15/2025Two West Capital Advisors LLC82,905$2.33M1.9%+7.8%0.056%
4/15/2025Zhang Financial LLC697,869$19.65M1.0%+5.2%0.469%
4/15/2025Bannerman Wealth Management Group LLC10,899$307K0.3%+32.8%0.007%
4/15/2025Corrigan Financial Inc.162,139$4.56M0.9%+25.3%0.109%
4/15/2025Fiduciary Financial Group LLC35,728$1.01M0.2%N/A0.024%
4/15/2025Simplicity Wealth LLC8,644$243K0.0%-54.6%0.006%
4/15/2025Wealthcare Advisory Partners LLC113,336$3.19M0.1%+140.7%0.076%
4/15/2025Signet Financial Management LLC139,121$3.92M0.5%-15.8%0.094%
4/14/2025 Farther Finance Advisors LLC170,061$4.79M0.1%+48.6%0.114%
4/14/2025 Clarity Capital Advisors LLC7,693$217K0.1%N/A0.005%
4/14/2025 Pillar Financial Advisors LLC140,699$3.96M3.0%+14.8%0.095%
4/14/2025 Rockwood Wealth Management LLC33,090$931K0.1%+48.7%0.022%
4/14/2025 Wedmont Private Capital19,420$547K0.0%N/A0.013%
4/10/2025 Fermata Advisors LLC135,679$3.82M0.7%+6.3%0.091%
4/10/2025 Firethorn Wealth Partners LLC64,589$1.82M0.9%+3.2%0.043%
4/10/2025 Apella Capital LLC16,338$432K0.0%+122.2%0.011%
4/10/2025 DBK Financial Counsel LLC11,612$327K0.3%+5.2%0.008%
4/10/2025 Level Financial Advisors92,225$2.60M0.9%+13.4%0.062%
4/10/2025 Rialto Wealth Management LLC7,729$218K0.1%-15.5%0.005%
4/9/2025 RFG Advisory LLC480,330$13.52M0.4%N/A0.323%
4/9/2025 Merit Financial Group LLC10,332$291K0.0%+21.0%0.007%
4/9/2025 Pioneer Wealth Management Group7,180$202K0.1%N/A0.005%
4/9/2025 Quantum Financial Advisors LLC88,810$2.50M0.4%-19.7%0.060%
4/8/2025 Shearwater Capital LLC18,553$522K0.4%+12.4%0.012%
4/8/2025 Lantz Financial LLC235,631$6.63M1.8%+10.7%0.158%
4/7/2025 AdvisorNet Financial Inc294,386$8.29M0.6%+5.7%0.198%
4/4/2025 Quent Capital LLC130,265$3.67M0.4%+35.0%0.088%
4/3/2025 Collective Family Office LLC134,073$3.77M1.0%+47.8%0.092%
4/1/2025 Trust Co of the South339,990$9.57M2.0%+115.5%0.234%
3/24/2025Avant Financial Advisors LLC258,759$7.97M7.2%N/A0.178%
3/17/2025Wealth Enhancement Advisory Services LLC727,961$22.41M0.0%+29.0%0.511%
3/7/2025Aegis Wealth Management LLC55,854$1.72M1.2%N/A0.039%
3/7/2025Bannerman Wealth Management Group LLC8,206$253K0.2%N/A0.006%
3/3/2025American Investment Services Inc.112,099$3.45M0.6%-1.3%0.079%
2/27/2025XY Planning Network Inc.59,726$1.84M1.4%N/A0.060%
2/26/2025Discipline Wealth Solutions LLC136,582$4.20M1.9%+14.4%0.137%
2/26/2025Ballentine Capital Advisors Inc255,125$7.85M4.1%-0.3%0.256%
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2/20/2025Forum Financial Management LP49,290$1.52M0.0%N/A0.049%
2/19/2025Pinney & Scofield Inc.105,731$3.25M2.5%N/A0.106%
2/19/2025WCG Wealth Advisors LLC10,626$327K0.0%-3.9%0.011%
2/18/2025McMill Wealth Management34,333$1.06M0.4%N/A0.034%
2/18/2025Pettinga Financial Advisors LLC125,367$3.86M0.9%+73.5%0.126%
2/18/2025Investmark Advisory Group LLC49,165$1.51M0.7%+6.1%0.049%
2/18/2025Legacy Financial Group Inc.77,109$2.37M0.8%+4.9%0.077%
2/18/2025Mosaic Family Wealth Partners LLC864,830$26.62M3.8%+4.8%0.867%
2/18/2025McIlrath & Eck LLC192,731$5.93M0.8%+7.1%0.193%
2/18/2025Focus Partners Advisor Solutions LLC719,160$22.14M0.4%+19.9%0.721%
2/17/2025Vance Wealth LLC245,754$7.56M2.9%-1.3%0.246%
2/17/2025Two Sigma Investments LP63,600$1.96M0.0%N/A0.064%
2/17/2025True Wealth Design LLC66,188$2.04M0.8%-16.2%0.066%
2/17/2025Studio Investment Management LLC1,279$39K0.0%N/A0.001%
2/17/2025Safeguard Investment Advisory Group LLC740,889$22.81M6.3%+2.8%0.743%
2/17/2025Quadcap Wealth Management LLC37,288$1.15M0.2%+8.4%0.037%
2/17/2025Pathstone Holdings LLC3,104,289$95.56M0.4%+15.2%3.114%
2/17/2025Lionshead Wealth Management LLC7,010$216K0.2%N/A0.007%
2/17/2025Greenline Partners LLC181,365$5.58M0.8%N/A0.182%
2/17/2025Focus Partners Wealth1,999,597$61.55M0.2%+11.8%2.006%
2/17/2025Evensky & Katz LLC57,034$1.76M0.1%-23.6%0.057%
2/17/2025EP Wealth Advisors LLC2,151,513$66.22M0.5%-8.1%2.158%
2/17/2025Cetera Investment Advisers12,364$381K0.0%N/A0.012%
2/17/2025Cardiff Park Advisors LLC320,433$9.86M0.9%+1.5%0.321%
2/17/2025Cary Street Partners Financial LLC14,360$442K0.0%N/A0.014%
2/17/2025Bank of America Corp DE1,569,990$48.32M0.0%+16.2%1.575%
2/17/2025Ancora Advisors LLC142,738$4.39M0.1%+10.4%0.143%
2/14/2025Mercer Global Advisors Inc. ADV8,274$255K0.0%-93.5%0.008%
2/14/2025Rehmann Capital Advisory Group67,965$2.09M0.1%+4.3%0.068%
2/14/2025Navigoe LLC199,129$6.13M6.0%N/A0.200%
2/14/2025Northern Trust Corp617,498$19.01M0.0%+25.4%0.619%
2/14/2025Beacon Pointe Advisors LLC194,017$5.97M0.1%+3.2%0.195%
2/14/2025Betterment LLC118,220$3.64M0.0%+55.9%0.119%
2/14/2025Oak Wealth Advisors LLC67,984$2.09M1.6%N/A0.068%
2/14/2025Kovitz Investment Group Partners LLC151,328$4.66M0.0%-0.3%0.152%
2/14/2025Keyvantage Wealth LLC9,240$284K0.2%N/A0.009%
2/14/2025Stifel Financial Corp116,676$3.59M0.0%-1.3%0.117%
2/14/2025OneDigital Investment Advisors LLC386,071$11.88M0.1%-0.7%0.387%
2/14/2025Wealth Dimensions Group Ltd.384,625$11.84M2.9%+9.3%0.386%
2/14/2025BOS Asset Management LLC249,848$7.69M2.8%+1.2%0.251%
2/14/2025Forum Financial Management LP49,290$1.52M0.0%N/A0.049%
2/14/2025Freedom Investment Management Inc.293,912$9.05M0.8%-6.7%0.295%
2/14/2025GeoWealth Management LLC36,421$1.12M0.0%+60.2%0.037%
2/14/2025Arista Wealth Management LLC1,710,771$52.66M12.6%+3.4%1.716%
2/13/2025Tobias Financial Advisors Inc.295,916$9.11M1.8%+6.3%0.297%
2/13/2025Strategic Investment Solutions Inc. IL272,002$8.12M2.6%+18.1%0.273%
2/13/2025Cravens & Co Advisors LLC113,180$3.48M2.7%+0.9%0.114%
2/13/2025NewEdge Advisors LLC1,013,030$31.18M0.2%+4.9%1.016%
2/13/2025Verisail Partners LLC15,270$470K0.2%N/A0.015%
2/13/2025Rather & Kittrell Inc.446,722$13.75M3.2%+6.0%0.448%
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2/13/2025Main Street Financial Solutions LLC10,733$330K0.0%-7.8%0.011%
2/13/2025Mariner LLC279,462$8.60M0.0%+4.5%0.280%
2/13/2025SageView Advisory Group LLC57,429$1.77M0.1%-0.9%0.058%
2/13/2025Savvy Advisors Inc.7,255$223K0.0%N/A0.007%
2/13/2025Rockefeller Capital Management L.P.42,758$1.32M0.0%N/A0.043%
2/13/2025Oder Investment Management LLC12,645$389K0.3%N/A0.013%
2/13/2025 Glass Jacobson Investment Advisors llc30,232$931K0.3%+7.2%0.030%
2/13/2025Cahill Wealth Management LLC269,456$8.29M4.2%+4.1%0.270%
2/13/2025Redwood Park Advisors LLC1,681$52K0.0%N/A0.002%
2/13/2025Raymond James Financial Inc.1,203,680$37.05M0.0%N/A1.207%
(Data available from 1/1/2016 forward)

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DFSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSV shares?

During the previous two years, 398 institutional investors and hedge funds held shares of Dimensional US Small Cap Value ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), Savant Capital LLC ($247.88M), Alaska Permanent Fund Corp ($234.57M), JMG Financial Group Ltd. ($167.39M), Merriman Wealth Management LLC ($155.05M), Mather Group LLC. ($128.50M), and Corient Private Wealth LLC ($122.32M).Learn more on DFSV's institutional investors.

Which institutional investors have been buying Dimensional US Small Cap Value ETF stock?

Of the 383 institutional investors that purchased Dimensional US Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alaska Permanent Fund Corp ($8.21M), Savant Capital LLC ($5.56M), Mather Group LLC. ($4.17M), EP Wealth Advisors LLC ($2.67M), Raymond James Financial Inc. ($2.41M), Arista Wealth Management LLC ($2.25M), and Modera Wealth Management LLC ($2.20M).

How much institutional buying is happening at Dimensional US Small Cap Value ETF?

Institutional investors have bought a total of 73,908,758 shares in the last 24 months. This purchase volume represents approximately $2.09B in transactions.

Which Dimensional US Small Cap Value ETF major shareholders have been selling company stock?

Of the 130 institutional investors that sold Dimensional US Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alaska Permanent Fund Corp ($584.42K), Arista Wealth Management LLC ($571.42K), EP Wealth Advisors LLC ($515.67K), BetterWealth LLC ($400.73K), Aveo Capital Partners LLC ($392.60K), JMG Financial Group Ltd. ($252.36K), and Truepoint Inc. ($203.72K).

How much institutional selling is happening at Dimensional US Small Cap Value ETF?

Institutional investors have sold a total of 5,154,812 shares in the last 24 months. This volume of shares sold represents approximately $150.44M in transactions.


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This page (NYSEARCA:DFSV) was last updated on 4/16/2025 by MarketBeat.com Staff
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